Welcome to Maerki Baumann & Co. AG
private bank in Zurich

MBC_1203_016.jpgMaerki Baumann & Co. AG is an innovative, family‑owned private bank with a strong banking tradition. Its headquarters are in Zurich, Switzerland. We are active in private banking and concentrate fully on our core business of investment advisory and asset management. Our very solid capital base, commitment to transparency and decision not to develop or sell products of our own assure clients a high level of independence and security. We earn the trust of our private and institutional clients by focusing our business activities on their needs. The same is true of the services we provide external asset managers.

Services for our clients

Our relationships with clients are based on professionalism and partnership. Our services are oriented on the individual requirements and personal preferences of clients across all segments:

  • Private clients
  • External asset managers
  • Indirect real estate investments

Services

Modular investment solution

Maerki Baumann’s innovative, modular investment concept makes it possible for advisory and asset management services to be as individual and flexible as possible. State-of-the-art digital tools  complete ideally regular, personal contacts with clients.

Modular investment solution

What makes us special

Our bank offers a high level of independence and security, consistent service orientation as well as broadly based competences, and this allows us to distinguish ourselves from our competitors:

  • Independent, family‑owned bank
  • Personalised client advising
  • Individual investment solutions
  • Security
  • Innovative business model

Differentiation

Awards

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Elite Report: summa cum laude

Maerki Baumann & Co. AG achieved the highest distinction of ʺsumma cum laudeʺ in the Elite Report. Maerki Baumann & Co. AG succeeded in re-affirming its leading position among the top banks in Europe's German-speaking countries

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Institut für Vermögensaufbau

Maerki Baumann & Co. AG has been awarded its top quality seal to the investment solutions of the bank. The top quality seal certifies that the portfolios of Maerki Baumann & Co. AG are suited for long-term asset growth and protection of capital.

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Verwandte Inhalte

Best Swiss private bank

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  • News

    On the valuation of equities

    03.05.2017 - 

    How do you value stocks, what are the different approaches and how are the implemented? We address these questions in our latest Investment Comment. In addition, we give an example in order to emphasize the importance of assumptions for a given equity valuation. Last, we offer our assessment of the current equity market valuation: Could it expand from here?

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Theme

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  • News

    The latest on the emerging markets

    27.04.2017 - 

    After emerging market-related investments have again embarked on a positive trend, the question remains how the situation presents itself currently. We give an overview of the different investment categories and identify where we can see further gains.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Comment

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  • News

    The revaluation of Europe?

    13.04.2017 - 

    Politically, the past few weeks have confirmed our assessment that the financial press has rather overhyped the issues of populism and a possible break-up of the EU and the euro. A disappointing election result for the right-wing populists in the Netherlands, coupled with the recent defeat of the AfD in state elections in Saarland suggest that the situation may be more stable than many currently anticipate. We do not know whether the French elections will continue in this vein, but it certainly seems quite likely. Once the French elections are over, it could therefore be time to revaluate European assets.

    Author: Daniel Egger, Chief Investment Officer / Medium: Investment Policy

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  • News

    Maerki Baumann named best Swiss private bank by business magazine "Bilanz"

    31.03.2017 - 

    Maerki Baumann named best Swiss private bank by business magazine "Bilanz" Zurich, 31 March 2017 – Maerki Baumann & Co. AG has been named best Swiss private bank by the business magazine "Bilanz". The high-calibre jury scrutinised 80 banks in this year’s private banking rating.

    Author: Maerki Baumann / Medium: Press Release

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Contact

Maerki Baumann & Co. AG
Dreikoenigstrasse 6
CH‑8002 Zurich
Phone: +41 44 286 25 25

info@maerki-baumann.ch

Contact